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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| MD | RA | APPROVED | 2009-10-08 |
Branch Locations
8694 Commerce Drive Suite 2, Easton, MD 21601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eglseder Retirement Specialists, Inc. | Easton | MD | 09/2009 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2009 | Present |
1.Eglseder Wealth Management Group, Inc., insurance agent selling fixed insurance products, as of 02/06/2012, 2% of time spent during business hours, conducted at branch, investment related. 2.Eglseder Wealth Management Group, Inc., president and sole owner of private entity established as operating company for securities, investment advisory and insurance business, as of 02/06/2012, 100% of time spent during business hours, conducted at branch, investment related. 3.E & H Properties, LLC, owner of private real estate holding LLC, owning property located in Easton, MD, as of 07/2007, 0% of time spent during business hours, conducted at branch, investment related. 4.Owner of rental property located in Easton, MD, as of 08/09/2000; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-05 |
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